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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,138 | $53,774+127.1% | $134,162-9.0% | $79,852+53.0% |
| Participation rate | 55.2% | 58.8%-3.6pp | 72.2%-17.0pp | 69.6%-14.5pp |
| Annual return | 25.77% | 19.01%+6.8pp | 36.35%-10.6pp | 31.72%-5.9pp |
| Employer contribution / active EE | $290 | $1,322-78.1% | $3,705-92.2% | $2,471-88.3% |
| Participant deferral / active EE | $1,291 | $2,420-46.7% | $3,500-63.1% | $3,740-65.5% |
| Admin fee / account holder | $11,656 | $3,985+192.5% | $6,685+74.4% | $5,306+119.7% |